Latest Institutional Transactions on Dimensional ETF Tr (DFIV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-143- 1.81% |
$6.1K - $6.65K
|
7.75K
$371K
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
18.8KNew |
$801K - $874K
|
18.8K
$900K
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
4.51KNew |
$192K - $210K
|
4.51K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.96K- 8.92% |
$83.8K - $91.4K
|
20.1K
$961K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.48K+ 10.23% |
$362K - $394K
|
91.4K
$4.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-2.83K- 1.85% |
$121K - $131K
|
150K
$7.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.4K+ 12.1% |
$102K - $112K
|
22.3K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
40+ 0.44% |
$1.71K - $1.86K
|
9.13K
$437K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
118K+ 1631.44% |
$5.01M - $5.47M
|
125K
$5.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.8K+ 53.66% |
$889K - $969K
|
59.6K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.08K+ 5.89% |
$345K - $376K
|
145K
$6.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-361- 2.12% |
$15.4K - $16.8K
|
16.7K
$800K
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
5.45KNew |
$233K - $254K
|
5.45K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-28- 0.16% |
$1.19K - $1.3K
|
17K
$812K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5.3K+ 1.25% |
$226K - $247K
|
430K
$20.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.18K+ 87.77% |
$136K - $148K
|
6.8K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.69KNew |
$72.3K - $78.8K
|
1.69K
$81.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.47K- 18.51% |
$148K - $161K
|
15.3K
$731K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
757+ 0.28% |
$32.3K - $35.2K
|
271K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.67K+ 9.46% |
$284K - $310K
|
77.1K
$3.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.11K+ 6.2% |
$47.4K - $51.7K
|
19K
$912K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
879+ 40.25% |
$37.5K - $40.9K
|
3.06K
$147K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
2.02K+ 2.18% |
$86.1K - $93.9K
|
94.7K
$4.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.5KNew |
$491K - $536K
|
11.5K
$552K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.94K+ 5.29% |
$211K - $230K
|
98.5K
$4.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-3.75K- 1.38% |
$160K - $175K
|
268K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
1.19K+ 1.09% |
$50.8K - $55.4K
|
110K
$5.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
1.78K+ 4.69% |
$76.1K - $83K
|
39.8K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-5.26K- 2.12% |
$224K - $245K
|
243K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.05K- 3.57% |
$130K - $142K
|
82.4K
$3.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.88K+ 22.17% |
$379K - $413K
|
48.9K
$2.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
31.1K+ 7.48% |
$1.33M - $1.45M
|
448K
$21.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
8.25K+ 18.71% |
$352K - $384K
|
52.4K
$2.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.17K+ 9.95% |
$178K - $194K
|
46.1K
$2.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 1.49% |
$74.8K - $81.6K
|
120K
$5.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21- 0.51% |
$896 - $977
|
4.08K
$196K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 30.06% |
$46.6K - $50.9K
|
2.54K
$122K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
37.7KNew |
$1.61M - $1.75M
|
37.7K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20K+ 1.32% |
$855K - $932K
|
1.54M
$73.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-711- 2.36% |
$30.3K - $33.1K
|
29.4K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.29K+ 17.43% |
$55K - $60K
|
8.69K
$416K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.15K+ 13.93% |
$49.1K - $53.5K
|
9.4K
$450K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
20+ 0.21% |
$853 - $931
|
9.56K
$458K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
808+ 10.89% |
$34.5K - $37.6K
|
8.23K
$394K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
760+ 1.94% |
$32.4K - $35.4K
|
40K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.71K- 15.26% |
$286K - $312K
|
37.2K
$1.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-112- 4.6% |
$4.78K - $5.21K
|
2.32K
$111K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-5.58K- 0.76% |
$238K - $260K
|
732K
$35.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
32.6K+ 362.71% |
$1.39M - $1.52M
|
41.6K
$1.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-186K- 12.25% |
$7.92M - $8.64M
|
1.33M
$63.7M
|
|